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Vanguard S&P 500 ETF

2,747 hedge funds and large institutions have $168B invested in Vanguard S&P 500 ETF in 2024 Q1 according to their latest regulatory filings, with 216 funds opening new positions, 1,312 increasing their positions, 906 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 216 | Existing positions closed: 93

45% more repeat investments, than reductions

Existing positions increased: 1,312 | Existing positions reduced: 906

13% more call options, than puts

Call options by funds: $1.52B | Put options by funds: $1.35B

10% more capital invested

Capital invested by funds: $152B → $168B (+$15.8B)

3% more funds holding

Funds holding: 2,6642,747 (+83)

2% more funds holding in top 10

Funds holding in top 10: 628640 (+12)

2.22% less ownership

Funds ownership: 41.5%39.27% (-2.2%)

Holders
2,747
Holders Change
+83
Holders Change %
+3.12%
% of All Funds
39.57%
Holding in Top 10
640
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+1.91%
% of All Funds
9.22%
New
216
Increased
1,312
Reduced
906
Closed
93
Calls
$1.52B
Puts
$1.35B
Net Calls
+$174M
Net Calls Change
-$63.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
1026
Bluesphere Advisors
Pennsylvania
$5.81M +$694K +1,517 +14%
BWM
1027
BCGM Wealth Management
Indiana
$5.8M -$103K -224 -2%
MSWMA
1028
Market Street Wealth Management Advisors
Indiana
$5.79M -$38K -83 -0.7%
BFO
1029
Boston Family Office
Massachusetts
$5.78M +$850K +1,858 +18%
WAM
1030
Wakefield Asset Management
Colorado
$5.72M -$123K -269 -2%
AIA
1031
Alera Investment Advisors
Illinois
$5.71M -$4.28M -9,344 -44%
NFG
1032
Nations Financial Group
Iowa
$5.69M +$2.43M +5,306 +81%
SFS
1033
Summit Financial Strategies
Ohio
$5.64M +$379K +828 +8%
PWW
1034
Pettyjohn Wood & White
Virginia
$5.63M +$31.1K +68 +0.6%
MG
1035
Mather Group
Illinois
$5.62M -$485K -1,059 -8%
OSAM
1036
O'Shaughnessy Asset Management
Connecticut
$5.61M +$2.09M +4,565 +64%
HI
1037
Horizon Investments
North Carolina
$5.6M +$2.84M +6,197 +114%
LWM
1038
Luminvest Wealth Management
Arizona
$5.59M +$9.15K +20 +0.2%
WF
1039
Warner Financial
Maryland
$5.58M +$665K +1,453 +14%
WWS
1040
Wellington Wealth Strategies
Indiana
$5.55M +$5.28M +11,537 New
LIA
1041
Luken Investment Analytics
Tennessee
$5.54M -$424K -926 -7%
KWM
1042
Keating Wealth Management
Colorado
$5.53M +$1.09M +2,386 +26%
SMA
1043
Seven Mile Advisory
New Jersey
$5.53M +$134K +293 +3%
AWMS
1044
Advocacy Wealth Management Services
Georgia
$5.53M -$101M -219,930 -95%
AFG
1045
Atomi Financial Group
New York
$5.52M +$2.84M +6,212 +118%
BWP
1046
BSW Wealth Partners
Colorado
$5.51M +$59K +129 +1%
AFO
1047
Arrowroot Family Office
California
$5.5M -$21.5K -47 -0.4%
GA
1048
GSG Advisors
New Jersey
$5.5M -$521K -1,139 -9%
MTWM
1049
Masso Torrence Wealth Management
New Jersey
$5.49M +$184K +403 +4%
BFS
1050
Bradley Foster & Sargent
Connecticut
$5.49M +$68.2K +149 +1%

VOO Hedge Fund Activity: Q1 2024 in Review

2,747 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q1 2024, worth a combined $168B — up 10% from $152B a quarter earlier.

Buyers outnumbered sellers: 216 funds opened new VOO positions and 93 closed out — a net gain of 123 holders — while 1,312 added to existing stakes and 906 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $4.76B. The largest seller was Morgan Stanley, cutting an estimated $7.64B.

  • 2,747 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q1 2024, up from 2,664 in Q4 2023.
  • Funds reported $168B of Vanguard S&P 500 ETF stock for Q1 2024, up 10% quarter-over-quarter.
  • 216 funds opened new Vanguard S&P 500 ETF positions in Q1 2024 and 93 closed out, a net change of +123 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $4.76B added.
  • The largest Vanguard S&P 500 ETF seller in Q1 2024 was Morgan Stanley, an estimated $7.64B sold.

Based on aggregated 13F filings for Q1 2024.